Reporting on when a Field is changed

Is there a way to pull a report on when a field has been changed / amended?

We have a multi-select field in the Accounts module, which we would like to be able to report on when a change has been made (date), and also what the change was (selection / removal).

Is this possible to do?

Thank you in advance!

Parents Reply Children
  • OK, in that case sounds like you need a monthly report with all the changes on that field during the whole month rather than every time for each change?

    If that is the case, then an advanced report should help with achieving this.

    .

    CRM Business Consultant

  • Hi  ,

    instead of sending out an email as Vincent suggested, you could also create an entry in a specific module that you create for this.

    We are doing this on Account level. We have built an extra module called "Field Updates", which gets a new entry via BPM whenever a certain field we want to monitor is changed. Per field, there can always only be one active entry, so if, let's say, the value of the "Expected Growth"-field changes, we set the current Field Update record for this field to the status "Past", write the current date in the "Date end" field of the Field Update and create a new Field Update record with the status "Current" and the runtime date as the "Date Start", (which will get set to past, when the field is changed again and so on and so on ...)

    I hope you got the general idea ;)